Tirschwell & Loewy as of March 31, 2016
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 83 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tiffany & Co. | 4.6 | $26M | 359k | 73.38 | |
| Danaher Corporation (DHR) | 4.2 | $24M | 251k | 94.86 | |
| Brown-Forman Corporation (BF.B) | 4.0 | $23M | 235k | 98.47 | |
| Biogen Idec (BIIB) | 4.0 | $23M | 89k | 260.32 | |
| Johnson & Johnson (JNJ) | 4.0 | $23M | 212k | 108.20 | |
| Novo Nordisk A/S (NVO) | 3.7 | $21M | 391k | 54.19 | |
| Analog Devices (ADI) | 3.5 | $20M | 341k | 59.19 | |
| Cognex Corporation (CGNX) | 3.5 | $20M | 507k | 38.95 | |
| Honeywell International (HON) | 3.2 | $19M | 165k | 112.05 | |
| Dex (DXCM) | 3.2 | $19M | 272k | 67.91 | |
| Neogen Corporation (NEOG) | 3.2 | $18M | 365k | 50.35 | |
| Henry Schein (HSIC) | 3.1 | $18M | 101k | 172.63 | |
| 3 M Company | 3.0 | $17M | 104k | 166.63 | |
| Raytheon Company | 3.0 | $17M | 140k | 122.63 | |
| W.W. Grainger (GWW) | 2.7 | $15M | 66k | 233.42 | |
| Schlumberger (SLB) | 2.5 | $14M | 194k | 73.75 | |
| IDEXX Laboratories (IDXX) | 2.5 | $14M | 183k | 78.32 | |
| Amgen (AMGN) | 2.3 | $13M | 87k | 149.93 | |
| MasterCard Incorporated (MA) | 2.1 | $12M | 129k | 94.50 | |
| Citrix Systems | 1.8 | $10M | 133k | 78.58 | |
| Kimberly-Clark Corporation (KMB) | 1.8 | $10M | 78k | 134.50 | |
| Ross Stores (ROST) | 1.8 | $10M | 178k | 57.90 | |
| General Electric Company | 1.7 | $9.6M | 302k | 31.79 | |
| Insulet Corporation (PODD) | 1.6 | $9.3M | 282k | 33.16 | |
| Williams-Sonoma (WSM) | 1.6 | $9.1M | 165k | 54.74 | |
| DENTSPLY International | 1.5 | $8.3M | 135k | 61.63 | |
| Abbvie (ABBV) | 1.4 | $8.1M | 142k | 57.12 | |
| Abiomed | 1.4 | $8.0M | 84k | 94.81 | |
| Mettler Toledo | 1.4 | $8.0M | 23k | 344.74 | |
| Inogen (INGN) | 1.4 | $7.9M | 175k | 44.98 | |
| Syngenta | 1.3 | $7.6M | 91k | 82.82 | |
| Illinois Tool Works (ITW) | 1.3 | $7.5M | 74k | 102.45 | |
| Trimble Navigation (TRMB) | 1.2 | $7.0M | 284k | 24.80 | |
| Cepheid | 1.2 | $6.9M | 207k | 33.36 | |
| State Street Corporation (STT) | 1.1 | $6.2M | 106k | 58.52 | |
| Rockwell Collins | 1.0 | $5.8M | 63k | 92.21 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.0 | $5.9M | 176k | 33.23 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $5.2M | 76k | 68.43 | |
| Wells Fargo & Company (WFC) | 0.6 | $3.6M | 75k | 48.36 | |
| Unilever (UL) | 0.6 | $3.3M | 74k | 45.18 | |
| Merck & Co | 0.5 | $3.1M | 59k | 52.92 | |
| General Mills (GIS) | 0.5 | $3.0M | 47k | 63.36 | |
| Southern Company (SO) | 0.5 | $2.9M | 56k | 51.74 | |
| Grupo Televisa (TV) | 0.5 | $2.8M | 102k | 27.46 | |
| Verizon Communications (VZ) | 0.5 | $2.8M | 52k | 54.08 | |
| E.I. du Pont de Nemours & Company | 0.4 | $2.5M | 40k | 63.31 | |
| Dow Chemical | 0.4 | $2.4M | 48k | 50.86 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 26k | 83.61 | |
| Monsanto Company | 0.4 | $2.2M | 25k | 87.75 | |
| Home Depot (HD) | 0.3 | $1.9M | 15k | 133.45 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 27k | 70.66 | |
| Automation | 0.3 | $2.0M | 17k | 113.76 | |
| Paychex (PAYX) | 0.3 | $1.8M | 34k | 54.02 | |
| SYSCO Corporation (SYY) | 0.3 | $1.8M | 39k | 46.73 | |
| Coca-Cola Company (KO) | 0.3 | $1.7M | 37k | 46.39 | |
| Walt Disney Company (DIS) | 0.3 | $1.7M | 17k | 99.30 | |
| ConocoPhillips (COP) | 0.3 | $1.7M | 42k | 40.28 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 11k | 151.45 | |
| McDonald's Corporation (MCD) | 0.2 | $1.4M | 11k | 125.92 | |
| Pepsi (PEP) | 0.2 | $1.4M | 14k | 102.51 | |
| Kraft Foods | 0.2 | $1.4M | 18k | 78.59 | |
| Hershey Company (HSY) | 0.2 | $1.3M | 15k | 92.12 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.3M | 6.00 | 213500.00 | |
| Procter & Gamble Company (PG) | 0.2 | $948k | 12k | 82.27 | |
| Bank Of New York | 0.2 | $905k | 25k | 36.82 | |
| Berkshire Hathaway Inc. Class B | 0.1 | $816k | 5.8k | 141.91 | |
| Incyte Corporation (INCY) | 0.1 | $631k | 8.7k | 72.49 | |
| Bristol Myers Squibb (BMY) | 0.1 | $632k | 9.9k | 63.84 | |
| Campbell Soup Company (CPB) | 0.1 | $584k | 9.2k | 63.83 | |
| Emerson Electric (EMR) | 0.1 | $528k | 9.7k | 54.42 | |
| CommVault Systems (CVLT) | 0.1 | $440k | 10k | 43.14 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $433k | 24k | 17.75 | |
| Caterpillar (CAT) | 0.1 | $379k | 5.0k | 76.57 | |
| Boeing Company (BA) | 0.1 | $382k | 3.0k | 126.95 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $414k | 7.0k | 59.15 | |
| International Paper Company (IP) | 0.1 | $345k | 8.4k | 41.07 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $332k | 4.4k | 75.03 | |
| American Express Company (AXP) | 0.1 | $304k | 5.0k | 61.41 | |
| Hewlett-Packard Company | 0.1 | $274k | 22k | 12.34 | |
| Aetna Life Casualty | 0.1 | $292k | 2.6k | 112.39 | |
| Apple (AAPL) | 0.0 | $221k | 2.0k | 109.03 | |
| Walgreen Company | 0.0 | $219k | 2.6k | 84.23 | |
| At&t Corp | 0.0 | $215k | 5.5k | 39.26 |
